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JPMorgan Chase

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Shares
Change %
ANBT
1001
American National Bank & Trust
Texas
$5.04M -$545K -5,963 -10%
SCM
1002
Schnieders Capital Management
California
$5.03M +$133K +1,456 +3%
GCA
1003
Greenwood Capital Associates
South Carolina
$5.02M +$18.5K +202 +0.4%
Marshall Wace
1004
Marshall Wace
United Kingdom
$5.01M -$10.3M -113,465 -67%
WPP
1005
Whalerock Point Partners
Rhode Island
$5M -$148K -1,615 -3%
MWM
1006
Meridian Wealth Management
Kentucky
$5M -$4.94K -54 -0.1%
HIS
1007
Horizon Investment Services
Indiana
$4.97M +$766K +8,384 +18%
BRWA
1008
B. Riley Wealth Advisors
Florida
$4.97M +$610K +6,675 +14%
PTB
1009
Pioneer Trust Bank
Oregon
$4.96M -$99.2K -1,085 -2%
CBN
1010
Cadence Bank NA
Texas
$4.96M -$153K -1,674 -3%
ECM
1011
Elgethun Capital Management
South Dakota
$4.93M -$140K -1,532 -3%
LA
1012
Leonetti & Associates
Illinois
$4.87M -$5.34M -58,475 -52%
BCCM
1013
Bridge Creek Capital Management
Massachusetts
$4.87M +$86.5K +946 +2%
BCA
1014
Bray Capital Advisors
Florida
$4.87M +$176K +1,926 +4%
KCMRT
1015
Kemper Corp Master Retirement Trust
Illinois
$4.84M
CIC
1016
Cornercap Investment Counsel
Georgia
$4.84M +$826K +9,041 +21%
RAM
1017
Redmond Asset Management
Virginia
$4.79M -$250K -2,740 -5%
KJHP
1018
K.J. Harrison & Partners
Ontario, Canada
$4.77M +$250K +2,735 +6%
PL
1019
Parkwood LLC
Ohio
$4.77M -$2.48M -27,133 -34%
WIM
1020
Wittenberg Investment Management
Massachusetts
$4.73M +$2.1K +23 +0%
WAS
1021
WESPAC Advisors SoCal
California
$4.73M +$186K +2,040 +4%
HFM
1022
Hartford Financial Management
Connecticut
$4.72M +$24.7K +270 +0.5%
AIP
1023
ARS Investment Partners
New York
$4.71M -$113K -1,231 -2%
FB
1024
Fulton Bank
Pennsylvania
$4.7M -$176K -1,930 -4%
TF
1025
Tompkins Financial
New York
$4.68M -$52.4K -573 -1%